| AVENIR CORP | 5.23M | $3.34M | — | Held |
| Vanguard | 2.2M | $1.41M | — | Held |
| Skylands Capital, LLC | 1.85M | $1.19M | — | Held |
| NEUBERGER BERMAN GROUP LLC | 1.63M | $1.04M | — | Held |
| CM Management, LLC | 1.48M | $943.8K | — | Held |
| BlackRock, Inc. | 770.6K | $492.5K | — | Held |
| Sargent Investment Group, LLC | 612K | $391.2K | — | Held |
| GEODE CAPITAL MANAGEMENT, LLC | 603.8K | $386K | — | Held |
| Pathstone Holdings, LLC | 500K | $319.6K | — | Held |
| CIBC Private Wealth Group LLC | 172.6K | $110.4K | — | Held |
| State Street | 159.3K | $101.8K | — | Held |
| Citadel | 149.3K | $95.4K | — | Held |
| OSAIC HOLDINGS, INC. | 130.4K | $83.4K | — | Held |
| MORGAN STANLEY | 116.5K | $74.5K | −$31.6K | Cut−$25.7K |
| UBS Group AG | 115.3K | $73.7K | — | Held |
| RAYMOND JAMES FINANCIAL INC | 108.7K | $69.5K | — | Held |
| NWF Advisory Services Inc. | 104.1K | $66.6K | −$25.8K | Added$5.85K |
| Renaissance Technologies | 100.1K | $64K | — | Held |
| NORTHERN TRUST CORP | 92.5K | $59.2K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83.4K | $53.3K | — | Held |
| Key Client Fiduciary Advisors, LLC | 78.5K | $50.1K | — | Held |
| Waverly Advisors, LLC | 55.6K | $35.5K | — | Held |
| STIFEL FINANCIAL CORP | 48K | $30.7K | — | Held |
| BANK OF AMERICA CORP /DE/ | 38.7K | $24.7K | −$11.4K | Cut−$11.4K |
| GOLDMAN SACHS GROUP INC | 36K | $23K | — | Held |
| XTX Topco Ltd | 29.7K | $19K | — | Held |
| EP Wealth Advisors, LLC | 28K | $17.9K | — | Held |
| Compound Planning, Inc. | 27.4K | $17.5K | — | Held |
| Kestra Advisory Services, LLC | 25.7K | $16.4K | — | Held |
| LPL Financial LLC | 23.1K | $14.7K | — | Held |
| Creative Planning | 21.3K | $13.6K | — | Held |
| Seelaus Asset Management LLC | 17.3K | $11.1K | — | Held |
| Merit Financial Group, LLC | 15.3K | $9.78K | — | Held |
| FIRST NATIONAL BANK OF OMAHA | 15.2K | $9.78K | — | New |
| Texas Capital Bank Wealth Management Services Inc | 11K | $7.03K | — | Held |
| MILLENNIUM MANAGEMENT LLC | 10.2K | $6.52K | — | Held |
| COMERICA BANK | 4.38K | $2.8K | — | Held |
| Rockefeller Capital Management L.P. | 2.57K | $1.64K | — | Held |
| Global Retirement Partners, LLC | 2.27K | $1.45K | — | Held |
| Tower Research Capital LLC (TRC) | 2.17K | $1.39K | — | Held |
| WELLS FARGO & COMPANY/MN | 730 | $467 | — | Held |
| Fidelity | 384 | $245 | — | Held |
| JPMORGAN CHASE & CO | 372 | $238 | — | Held |
| Your Advocates Ltd., LLP | 250 | $160 | — | Held |
| MAI Capital Management | 233 | $149 | — | Held |
| GSA CAPITAL PARTNERS LLP | 148.4K | $95 | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 93 | $59 | — | Held |
| Medallion Wealth Advisors, LLC | 45 | $29 | −$13 | Cut−$13 |
| PNC Financial Services Group, Inc. | 31 | $20 | — | Held |
| BNP PARIBAS FINANCIAL MARKETS | 20 | $13 | — | Held |
| Virtu Financial LLC | 10.8K | $7 | — | Held |